2024-05-13T17:03:49-05:00 2023-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2022-07-01 726000727 LOUISIANA STATE BAR ASSOCIATION LOUI 5045661600 601 ST CHARLES AVENUE NEW ORLEANS LA 70130 LORETTA LARSEN EXECUTIVE DIRECTOR 5045661600 2024-05-13 1 LORETTA LARSEN 999009999 0 LINDA EBERLE P01000418 5048314949 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORETTA LARSEN 601 ST CHARLES AVENUE NEW ORLEANS LA 70130 13258517 0 X WWW.LSBA.ORG X 1941 LA THE MISSION OF THE LOUISIANA STATE BAR ASSOCIATION IS TO ASSIST ITS MEMBERS IN THE PRACTICE OF LAW, ASSURE ACCESS TO AND AID IN THE ADMINISTRATION OF JUSTICE, ASSIST THE SUPREME COURT IN THE REGULATION OF THE PRACTICE OF LAW, UPHOLD THE HONOR OF THE COURTS AND THE PROFESSION, PROMOTE THE PROFESSIONAL COMPETENCE OF ATTORNEYS, INCREASE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, AND ENCOURAGE COLLEGIALITY AMONG ITS MEMBERS. 23 23 63 750 213377 11484 4488495 4444205 2198680 2789785 694706 395643 684400 657998 8066281 8287631 409000 295614 0 0 4571135 4680394 0 0 0 2310999 2923505 7291134 7899513 775147 388118 19485872 20665962 3936813 3910566 15549059 16755396 X THE MISSION OF THE LOUISIANA STATE BAR ASSOCIATION IS TO ASSIST ITS MEMBERS IN THE PRACTICE OF LAW, ASSURE ACCESS TO AND AID IN THE ADMINISTRATION OF JUSTICE, ASSIST THE SUPREME COURT IN THE REGULATION OF THE PRACTICE OF LAW, UPHOLD THE HONOR OF THE COURTS AND THE PROFESSION, PROMOTE THE PROFESSIONAL COMPETENCE OF ATTORNEYS, INCREASE PUBLIC UNDERSTANDING OF AND RESPECT FOR THE LAW, AND ENCOURAGE COLLEGIALITY AMONG ITS MEMBERS. 0 0 THE CONTINUING LEGAL EDUCATION PROGRAM PROVIDES QUALITY AND DIVERSE CONTINUING LEGAL EDUCATION OPPORTUNITIES AT AN AFFORDABLE PRICE TO AS MANY MEMBERS OF THE LOUISIANA STATE BAR ASSOCIATION AS POSSIBLE. THE LOUISIANA STATE BAR ASSOCIATION PUBLISHES THE LOUISIANA BAR JOURNAL AND BAR BRIEFS BIMONTHLY. THESE PUBLICATIONS KEEP ITS MEMBERS INFORMED ABOUT RECENT DEVELOPMENTS IN THE LAW, THE PROFESSION, AND IN THE ORGANIZATION. THE ACCESS TO JUSTICE PROGRAM WORKS TO ASSURE THAT EVERY LOUISIANA CITIZEN HAS ACCESS TO COMPETENT CIVIL LEGAL REPRESENTATION BY PROMOTING AND SUPPORTING A BROAD-BASED AND EFFECTIVE JUSTICE COMMUNITY THROUGH COLLABORATION BETWEEN THE LOUISIANA STATE BAR ASSOCIATION, THE LOUISIANA BAR FOUNDATION, LOUISIANA LAW SCHOOLS, PRIVATE PRACTITIONERS, LOCAL BAR ASSOCIATIONS, PRO BONO PROGRAMS AND LEGAL AID PROVIDERS. ATTORNEY AND NON-ATTORNEY VOLUNTEERS THROUGHOUT LOUISIANA STRENGTHEN AN INTEGRATED DELIVERY NETWORK BY SUPPORTING ALL THOSE WHO DELIVER LEGAL SERVICES TO THE POOR. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 39 0 1 63 1 1 1 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 0 0 X MICHELLE LAROSE 5045661600 601 ST CHARLES AVENUE NEW ORLEANS LA 70130 ADREJIA BOUTTE BOARD MEMBER 1.00 X 0 0 0 ADRIAN G NADEAU BOARD MEMBER 1.00 X 0 0 0 SHAYNA L SONNIER PRESIDENT-ELECT 1.00 X X 0 0 0 SANDRA K COSBY BOARD MEMBER 1.00 X 0 0 0 DANIELLE L BOREL BOARD MEMBER 1.00 X 0 0 0 D SKYLAR ROSENBLOOM BOARD MEMBER 1.00 X 0 0 0 JOHN M CHURCH BOARD MEMBER 1.00 X 0 0 0 DWAZENDRA J SMITH BOARD MEMBER 1.00 X 0 0 0 CHARLES D ELLIOT BOARD MEMBER 1.00 X 0 0 0 ERIN O BRAUD BOARD MEMBER 1.00 X 0 0 0 H MINOR PIPES III IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 LARRY J CENTOLA III TREASURER 1.00 X X 0 0 0 CARRIE LEBLANC JONES BOARD MEMBER 1.00 X 0 0 0 J CHRISTOPHER ZAINEY JR BOARD MEMBER 1.00 X 0 0 0 CURTIS R JOSEPH JR BOARD MEMBER 1.00 X 750 0 0 BLAKE R DAVID BOARD MEMBER 1.00 X 0 0 0 RONALD J SCALISE JR BOARD MEMBER 1.00 X 0 0 0 CA HAP MARTIN III SECRETARY 1.00 X X 0 0 0 W MICHAEL STREET BOARD MEMBER 1.00 X 0 0 0 STEPHEN I DWYER PRESIDENT 1.00 X X 3631 0 0 SCOTT L STERNBERG BOARD MEMBER 1.00 X 0 0 0 KEENAN K KELLY BOARD MEMBER 1.00 X 0 0 0 JEFFREY A RIGGS BOARD MEMBER 1.00 X 0 0 0 ADAM P JOHNSON BOARD MEMBER 1.00 X 0 0 0 LILA TRITICO HOGAN BOARD MEMBER 1.00 X 0 0 0 LORETTA LARSEN CONQUES EXECUTIVE DIRECTOR 45.00 X 238236 0 30938 CHERI COTOGNO GRODSKY DIRECTOR OF PROFESSIONAL P 45.00 X 172560 0 24006 KELLY PONDER DIRECTOR OF COMMUNICATIONS 45.00 X 120000 0 18016 MONTE MOLLERE ACCESS TO JUSTICE DIRECTOR 45.00 X 120600 0 18035 MICHELLE LAROSE DIRECTOR OF FINANCE & MEMBERSHIP 45.00 X 127560 0 18775 TRICIA R PIERRE DIRECTOR OF MEMBER OUTREAC 45.00 X 121344 0 18884 904681 0 128654 11 0 1 0 0 4271333 172872 4444205 SEMINARS, CONFERENCES, PROGRAMS 611430 1581364 1581364 MANDATORY CONTINUING LEGAL EDUCAT 611430 801480 801480 FEES & ADMINISTRATIVE SERVICES 900099 355617 355617 OFFICE SPACE RENTAL 531120 51324 51324 2789785 413171 413171 434645 434645 4953358 4970886 -17528 -17528 -17528 ADVERTISING 541800 197697 197697 WEBSITE ADVERTISING 541800 15680 15680 OTHER 541900 9976 9976 223353 8287631 2799761 213377 830288 295614 271834 3398348 348917 389856 271439 3730 38128 53807 11985 3965 40873 159294 165333 251401 1065628 137298 116079 LOUISIANA BAR JOURNAL, 189165 PROFESSIONAL PROGRAMS 288029 STATIONERY, PRINTING, A 169515 COMPUTER ASSISTED LEGAL 124644 104631 7899513 3795672 1533373 1598634 209151 174192 98570 110327 4324804 3020000 1418672 1304804 13599255 15634784 364552 309848 19485872 20665962 1045658 900664 31500 63000 2859655 2946902 3936813 3910566 X 12254757 13561964 3294302 3193432 15549059 16755396 19485872 20665962 388118 818219 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1881646 917354 964292 2443158 2102646 340512 1304804 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND QUALIFIES AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIION 509(A) OF THE INTERNAL REVENUE CODE. IT IS EXEMPT FROM STATE INCOME TAXES UNDER SECTION 121(6) OF TITLE 47 OF THE LOUISIANA REVISED STATUTES OF 1950. NET OPERATING PROFITS FROM UNRELATED BUSINESS INCOME, IF ANY, ARE SUBJECT TO FEDERAL INCOME TAX. ACCOUNTING PRINCIPLES GENERALY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDIITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 JUDGES & LAWYERS ASSISTANCE PROGRAM 1101 N CAUSEWAY BLVD SUITE 31 MANDEVILLE LA 70471 581986673 501(C)(3) 218864 0 CONTRIBUTION TO PROVIDE CONFIDENTIAL ASSISTANCE TO MEMBERS OF THE BAR AND THEIR LOUISIANA CENTER FOR LAW & CIVIC EDUCATION 601 ST CHARLES AVE NEW ORLEANS LA 70130 582019088 501(C)(3) 63000 0 THE ORGANIZATION HAS AN AGREEMENT TO PROVIDE FUNDING TO SUPPORT THE GRANTEE'S MISSION. PART I, LINE 2: THE BOARD OF GOVERNORS REVIEWS PERIODIC REPORTS FROM ITS GRANTEES AND APPOINTS THE MEMBERS OF THE BOARD OF DIRECTORS OF THE LOUISIANA CENTER FOR LAW AND CIVIC EDUCATION (LCLCE) AND JUDGES & LAWYERS ASSISTANCE PROGRAM (JLAP). THE BOARD OF GOVERNORS RECEIVES A WRITTEN REPORT FROM LCLCE AT EVERY BIMONTHLY BOARD MEETING. ADDITIONALLY, THE ORGANIZATION'S EXECUTIVE DIRECTOR IS A PERMANENT MEMBER OF THE BOARD OF DIRECTORS OF LCLCE. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: JUDGES & LAWYERS ASSISTANCE PROGRAM (H) PURPOSE OF GRANT OR ASSISTANCE: SEMI-ANNUAL CONTRIBUTION TO PROVIDE CONFIDENTIAL ASSISTANCE TO MEMBERS OF THE BAR AND THEIR FAMILIES WHO WERE EXPERIENCING PROBLEMS WITH ALCOHOL OR DRUG ABUSE. NAME OF ORGANIZATION OR GOVERNMENT: LOUISIANA CENTER FOR LAW & CIVIC EDUCATION (H) PURPOSE OF GRANT OR ASSISTANCE: PER AN APRIL 2010 AGREEMENT BETWEEN LSBA AND LCLCE, THE LSBA PROVIDES FUNDING TO LCLCE TO SUPPORT ITS MISSION. FUNDS MAY ALSO BE GRANTED BY THE BOARD OF GOVERNORS FOR SPECIFIC PURPOSES. 1 X X X 0 0 0 LORETTA LARSEN CONQUES EXECUTIVE DIRECTOR 238236 0 0 0 0 0 23824 0 9004 0 271064 0 0 0 CHERI COTOGNO GRODSKY DIRECTOR OF PROFESSIONAL P 172560 0 0 0 0 0 17256 0 7487 0 197303 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS COMPRISED OF MEMBERS OF ONE CLASS. MEMBERS DO NOT RECEIVE ANY OF THE ORGANIZATION'S PROFITS, EXCESS DUES, OR RECEIVE A SHARE OF THE ORGANIZATION'S NET ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS AND DISTRICT REPRESENTATIVES ON THE BOARD OF GOVERNORS ARE ELECTED BY THE MEMBERSHIP IN A SECRET BALLOT. THE HOUSE OF DELEGATES LIAISON ON THE BOARD OF GOVERNORS IS ELECTED BY AND FROM THE HOUSE OF DELEGATES. THE MEMBERS OF THE HOUSE OF DELEGATES ARE ELECTED BY THE MEMBERS IN THEIR RESPECTIVE JUDICIAL DISTRICTS. ALL ELECTIONS ARE CONDUCTED IN ACCORDANCE WITH THE RELEVANT PROVISIONS OF THE ARTICLES OF INCORPORATION AND THE ELECTION PROCEDURES ARE ADOPTED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7B ANY DECISION TO AMEND THE ARTICLES OF INCORPORATION MUST BE APPROVED BY THE MEMBERSHIP. NO OTHER DECISIONS ARE SUBJECT TO MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE COMPLETED FORM 990 IS RECEIVED BY THE ORGANIZATION, IT IS REVIEWED BY THE AUDIT COMMITTEE. UPON APPROVAL, THE FORM 990 IS RELEASED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED AND SIGNED ANNUALLY BY THE BOARD OF GOVERNORS. IN THE FUTURE, THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES WILL ALSO BE COVERED UNDER THE CONFLICT OF INTEREST POLICY. ALSO, PERIODICALLY THROUGHOUT THE YEAR, THE POLICY APPEARS AT THE BEGINNING OF THE BOARD AGENDA AS A REMINDER TO MEMBERS. CONFLICTS ALONG WITH RECUSALS FROM DISCUSSIONS AND VOTING ARE INCLUDED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A SALARY DECISIONS FOR THE EXECUTIVE DIRECTOR ARE APPROVED BY THE BOARD OF GOVERNORS UPON SPECIFIC RECOMMENDATIONS OF THE BOARD'S EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS REVIEWED THE NATIONAL ASSOCIATION OF BAR EXECUTIVES (NABE) AND SOUTHERN CONFERENCE OF BAR PRESIDENTS SALARY SURVEYS IN MAKING ITS RECOMMENDATIONS, AS WELL AS RESULTS OF SURVEYS/QUESTIONS ON THE EXECUTIVE DIRECTOR'S PERFORMANCE DISSEMINATED TO THE ENTIRE BOARD OF GOVERNORS, AND OTHER INFORMATION CONCERNING THE EXECUTIVE DIRECTOR'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. LOUISIANA CLIENT ASSISTANCE FOUNDATION 601 ST CHARLES AVE NEW ORLEANS LA 70130 412040844 REIMBURSEMENT FOR LOSSES FROM LAWYERS' DISHONEST CONDUCT LA 501(C)(3) LINE 7 0 JUDGES & LAWYERS ASSISTANCE PROGRAM 1011 N CAUSEWAY BLVD STE 31 MANDEVILLE LA 70471 581986673 ASSIST LAWYERS AND JUDGES WITH PROFESSIONAL IMPAIRMENT LA 501(C)(3) PF 1 LOUISIANA CENTER FOR LAW AND CIVIC EDUCATION 601 ST CHARLES AVE NEW ORLEANS LA 70130 582019088 LAW AND CIVIC EDUCATION TRAINING PROGRAMS FOR SCHOOLS AND COMMUNITY LA 501(C)(3) LINE 7 1 LOUISIANA CIVIL JUSTICE CENTER 601 ST CHARLES AVE NEW ORLEANS LA 70130 204478544 HELPLINE/CALL CENTER LA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 JUDGES & LAWYERS ASSISTANCE PROGRAM B 218864 CASH CONTRIBUTION LOUISIANA CENTER FOR LAW AND CIVIC EDUCATION B 63000 CASH CONTRIBUTION JUDGES & LAWYERS ASSISTANCE PROGRAM Q 53565 REIMBURSEMENT OF ACTUAL EXPENSES LOUISIANA CENTER FOR LAW AND CIVIC EDUCATION Q 93716 REIMBURSEMENT OF ACTUAL EXPENSES LOUISIANA CENTER FOR LAW AND CIVIC EDUCATION N 4662 USE OF OFFICE SPACE